Introduction

Managing contacts, relationships and pipelines shouldn’t mean juggling spreadsheets and siloed tools. Attio is a modern, customisable CRM and relationship intelligence platform designed for founders and teams who want clarity, control and connected data — all in one workspace.

With Attio, you centralise not just contacts but contextual relationships, interactions, and opportunities — empowering smarter engagement and better follow-ups.

👉 Explore Attio and build your custom CRM

What Is Attio?

Attio is a fully customisable CRM platform that lets you design views, fields and workflows that match how your team actually works. Instead of forcing teams into rigid pipelines, Attio lets you:

• Build tailored contact profiles and relationship maps

• Visualise pipelines your way (boards, lists, timelines)

• Tag and filter connections based on real context

• Track interactions, emails and events in one hub

• Create automations and workflows that match your process

It’s a CRM that adapts to your business — not the other way around.

Why Founders Use Attio

✔ Customised CRM that fits your workflow
✔ Relationship context beyond simple contact lists
✔ Integrated pipelines and interaction tracking
✔ Flexible views for teams, deals, and growth
✔ Automation support for follow-ups and alerts

If your business thrives on relationships — with customers, partners, investors — Attio gives you the tools to nurture them with purpose.

👉 Get started with Attio here

Who It’s Best For

Attio is ideal for:

• Founders needing flexible CRM that grows with the company

• Sales and partnership teams tracking complex relationships

• Operations teams syncing people data with workflows

• Investors and advisors organising their network

• Community leaders and ecosystem builders

If standard CRMs feel rigid or limiting, Attio gives you a workspace that bends to your needs.

How to Use Attio

1. Sign up and customise your workspace
   👉 Begin here

2. Import contacts & relationships
   Bring in leads, teams, partners and customers.

3. Design views and pipelines
   Use boards, lists or timeline views that match your flow.

4. Add context and interactions
   Log communications, tags and relationship notes.

5. Automate workflows
   Set reminders, follow-up sequences and rules.

👉 Build your dynamic workspace

Benefits & Results

Using Attio helps you:

• See connections clearly with custom relationship views

• Keep everyone aligned on contacts and interactions

• Replace scattered tools with one unified hub

• Automate follow-ups and reminders

• **Scale your CRM as your business grows

Attio turns relationships into actionable insights — not just data points.

Tips & Best Practices

• Standardise your tagging scheme across team members.

• Use custom views for different teams (sales, partnerships, support).

• Log every meaningful interaction for richer historical context.

• Review pipelines weekly to streamline movement and gaps.